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Technology Stocks : Cisco

CSCO 74.20

+1.5%

9:30 AM EST

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To: Paul Reuben who wrote (335)	11/26/2000 11:11:46 AM
From: The Phoenix	Read Replies (1) of 405

Paul, As UF pointed out Moneterey went for $500 but was purchased at the same time that Cerent was bought... so the numbers got intermingled. The writer didn't do the dd on this... which is why I read these articles with a suspect eye. The writer - although bullish - also misses the point of MPLS and provisioning....as many tried and true analysts/investors/employees in the communications space do. That is, it's not about selling bandwidth - not fibers, or wavelengths or any other segments of light/colors... The game will be about selling services. Take a look at how your cable service is charged today... that is a closer approximation of what the telcos will move to. You'll pay for usage and per service.... not for bandwidth. OG

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